FGC
CBM

Financial Gravity Companies’s Cambrex Corporation CBM Stock Holding History

Financial Gravity Companies’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$3K Buy
+66
New +$3.34K ﹤0.01% 879
2018
Q1 		$4K Sell
83
-2,856
-97% -$153K ﹤0.01% 815
2017
Q4 		$166K Buy
+2,939
New +$146K 0.19% 105

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's CBM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Cambrex Corporation (CBM) in Q4 2018: 66 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CBM as recently as Q1 2018.

Financial Gravity Companies first reported a position in CBM in Q4 2017 and has held it in 3 quarters since. The position peaked at $166K in Q4 2017. 244 funds tracked by Wall St. Rank hold CBM as of Q4 2018.

  • Financial Gravity Companies held 66 shares of Cambrex Corporation worth $3K as of Q4 2018.
  • Cambrex Corporation was a new Financial Gravity Companies position in Q4 2018.
  • Cambrex Corporation made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #879 holding.
  • Financial Gravity Companies first reported a position in Cambrex Corporation in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Cambrex Corporation position peaked at $166K in Q4 2017.
  • 244 funds tracked by Wall St. Rank held Cambrex Corporation as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.